Portfolio manager jobs in Pawtucket, RI

The Construction Risk Manager is responsible for developing, administering, and improving the company's risk management and insurance programs. This includes contract risk review, insurance compliance, claims handling, and subcontractor performance oversight. The role works closely with internal departments, brokers, and insurers to protect company assets, minimize loss exposure, and ensure contractual and regulatory compliance. Key Responsibilities: Manage all corporate and project-specific insurance programs, including General Liability, Workers' Compensation, Builders Risk, Umbrella, Pollution, and Subcontractor Default Insurance. Review and evaluate insurance policies, endorsements, and certificates to ensure coverage and compliance. Collaborate with legal and preconstruction teams to review contracts for indemnity, waiver, and insurance language. Oversee subcontractor prequalification and risk mitigation programs in coordination with carrier requirements. Serve as primary contact for claims management-investigating, reporting, and resolving property, liability, and workers' compensation claims. Monitor risk exposure trends and implement loss prevention strategies across operations. Educate and support project teams on risk management best practices, insurance compliance, and claims procedures. Liaise with brokers, insurers, and company leadership to maintain optimal coverage and cost control. Required Qualifications: Bachelor's degree required; 5-8 years in construction insurance, brokerage, underwriting, or corporate risk management. Professional certifications such as CRIS, RIMS-CRMP, ARM, or CPCU preferred. Strong background in claims management, policy review, and contractual risk allocation. Familiarity with subcontractor default programs and performance bonds. Excellent analytical, negotiation, and communication skills. Proficiency with Microsoft Office and insurance tracking systems. Military experience equivalency may substitute for some requirements. Equal Opportunity Statement: We are an equal opportunity employer and will consider all applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability and/or other protected categories. We are also committed to providing reasonable accommodation(s) to qualified individuals with disabilities or needs, as required by law.

About Topdrawer Topdrawer designs tools for the impossibly creative. Topdrawer was born in Tokyo and now operates 16 stunning stores across five major U.S. cities, with a growing direct-to-consumer luxury brand online. We serve a community of impossibly creative people with beautifully designed tools for living, traveling, and creating-fountain pens, notebooks, house shoes, small leather goods, sunglasses, bags, and ritual objects. Our brand combines elevated Japanese design sensibility, European craft influences, and a uniquely personal retail experience that encourages presence, slowness, and intention. With strong in-store storytelling and an expanding digital presence, Topdrawer is evolving into a quiet powerhouse in modern luxury retail. Finance Manager - Role Overview As Finance Manager, you will be a key member of Topdrawer's home office leadership team, overseeing financial operations and supporting strategic growth across retail and e-commerce channels. Based in our Boston headquarters, you will manage day-to-day accounting and financial processes while partnering with leadership to provide insights, reporting, and forecasting that drive business decisions. You are a detail-oriented financial professional with strong analytical skills, a hands-on approach, and a deep understanding of retail financial operations. You will ensure compliance, accuracy, and efficiency in all financial processes while also contributing to long-term planning, budgeting, and performance optimization. Key Responsibilities Financial Management & Reporting Oversee all daily financial operations, including general ledger, accounts payable, accounts receivable, and payroll Prepare, analyze, and present monthly, quarterly, and annual financial reports for leadership and ownership Maintain accuracy and compliance in all financial records, adhering to GAAP and company standards Develop and monitor financial KPIs to track business performance Budgeting & Forecasting Lead the annual budget process in collaboration with leadership Manage rolling forecasts, cash flow analysis, and variance reporting Provide financial modeling and scenario planning to support strategic initiatives Business Partnership & Strategy Partner with Store Operations, E-commerce, HR, and Supply Chain to align financial processes with business goals Support decision-making with data-driven insights on sales, margin, and expense trends Identify opportunities for cost savings and operational efficiency across the business Compliance & Controls Ensure compliance with federal, state, and local tax regulations Maintain internal controls and safeguard company assets Partner with external auditors and tax advisors to support filings and audits You Are A financial professional with 5-7 years of accounting and finance experience (retail or consumer goods preferred) Experienced in budgeting, forecasting, and financial reporting, with strong knowledge of GAAP Proficient with accounting systems (NetSuite, QuickBooks, or similar) and Excel/Google Sheets at an advanced level Analytical, detail-oriented, and highly organized with excellent communication skills Comfortable working independently in a fast-paced, entrepreneurial environment while also collaborating cross-functionally Excited about design, sustainability, and supporting the growth of a creative, mission-driven brand Why Join Topdrawer? Be part of a global creative community rooted in timeless, functional design. Work for a mission-driven company that values originality, sustainability, and meaningful connections. Grow with a brand where your creativity, curiosity, and contributions truly matter. Compensation & Benefits - Full-Time, Exempt Salary Range: $90,000-$110,000 base depending on experience Bonus potential tied to company and individual performance Generous Employee Discount Vacation and Sick Leave Paid Holidays Medical, Dental, and Vision Insurance Flexible Spending Accounts (FSA) for Health and Dependent Care Company-Paid Short-Term Disability (STD), Long-Term Disability (LTD), and Life Insurance 401(k) Retirement Plan (IRA) with Company Matching Commuter Benefits Topdrawer is an Equal Opportunity Employer and is proud to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, military status, or any other applicable legally protected characteristic. Physical Requirements: This role may require standing for extended periods and regularly lifting or moving items up to 50 lbs. Reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions. If you need a reasonable accommodation during the application or hiring process, please contact *************************. Topdrawer will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Applicants must be legally authorized to work in the United States. Topdrawer does not provide visa sponsorship for this position

The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & HR. This position is primarily responsible for the management of the tax department personnel and the organization's compliance with all tax-related reporting requirements of federal and state jurisdictions. The Tax Manager interacts internally with all levels of the organization and externally with the company's public accounting firm, federal and state tax authorities as well as tax-related third party service providers. The Tax Manager is expected to: Manage the preparation and review of the quarterly and annual federal income tax and non-federal tax provisions for financial statements. Prepare and file federal and state income tax returns and estimates for consolidated group. Determine taxability and treatment of items related to new subsidiaries, LLCs, etc. Calculate and record tax return true-ups and provide explanations as needed. Prepare annual federal income tax and non-federal tax forecasts for BML and its subsidiaries. Coordinate communications with all tax authorities as required. Responsible for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins software. Coordinate and review all municipal tax filings of the company. Reconcile Guaranty Fund Assessment account and Premium Tax Receivable account on a quarterly basis. Reconcile State Tax Withholding accounts for Third Party Sick pay on a monthly basis. Serve as Third Party Benefits subject matter expert. Includes quarterly and annual filings and responding to notices and inquiries from taxing authorities and other departments at the company. Prepare and e-file information returns to Hacienda Department of Revenue. Serve as company contact for Puerto Rico tax issues. Oversee and manage the company's reporting requirements for informational returns that include Forms 1099-R, 1099-INT, 1099-MISC, 1099-NEC (income for convention attendees, policy exchanges, surrenders, etc.) as well all reporting requirements for Puerto Rico. Coordinate with IT and other departments in assembling the data required for 1099 reporting and the filing thereof. Lead all communication efforts with the company's third party service provider (SOVOS). Responsible for quarterly reporting on tax exhibts and quarterly tax estimates Responsible for tax budget provision and tax budget exhibits Perform tax research when appropriate and act as the tax expert for internal stakeholders. Lead tax software implementation Perform other related duties as assigned JOB REQUIREMENTS AND QUALIFICATIONS Education: Bachelor's Degree with a concentration in Accounting or Finance required. Experience: 5+ years of experience relevant to the key responsibilities of the position. Public accounting and insurance industry experience strongly desired. Certifications/Licensures: CPA desired. Advanced degree in Taxation preferred Hybrid Work Model At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.

As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities. This position has oversight of all aspects related to the business and operations of the communities. The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations. The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff. Your Responsibilities: * Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting. * Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes. * Partner with public, private and volunteer organization to provide community services when necessary. * Support the activities of the various Board sub-committees. * Knowledge of all Community Governing documents. Provide recommendations on revisions. * Continual process of seamless connection between the Board of Directors and committees. * Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed. * In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors. * Monitor and report on the monthly financial position of the association. * Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up. * Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable. * Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate. * As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs. * Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements. * Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming. * On-site visibility throughout the common areas and facilities. * Understanding of all agreements for corporate implementation. * Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program. * Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions. * Perform building inspections of interior and exterior of property and prepare action plan for opportunities. * Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses. * Regular attendance and punctuality Skills & Qualifications: * Bachelor's Degree in Business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state. * A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments. * Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred. * Understanding of physical building management, Condominium law, financial planning and law affecting property management. * Valid Driver's License and State Mandated Vehicle Insurance * Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent. What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation: Competitive salary, commensurate with experience Disclaimer Statement: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. This role is based in Boston, MA. Primary Responsibilities Investment Portfolio Management Design, implement, and oversee custom client portfolios in collaboration with the IG. Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards. Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions. Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists. Client & Relationship Management Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise. Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries. Support business development efforts, including diagnostic reviews and RFP responses. Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience. Thought Leadership & Communication Represent SCS in client-facing portfolio and market update meetings, calls, and presentations. Contribute investment and macroeconomic perspectives in PCG and client strategy discussions. Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams. Governance & Cross-Team Collaboration Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group. Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration. Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios. Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities. Qualifications Bachelor's degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles. Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes. Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions. Exceptional communication skills - able to present complex investment concepts clearly and persuasively to diverse audiences. Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines. Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes. High degree of professionalism, integrity, and attention to detail. The annualized base pay range for this role is expected to be between $225,000 -$325,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. This role is based in Boston, MA. Primary Responsibilities Investment Portfolio Management Design, implement, and oversee custom client portfolios in collaboration with the IG. Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards. Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions. Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists. Client & Relationship Management Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise. Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries. Support business development efforts, including diagnostic reviews and RFP responses. Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience. Thought Leadership & Communication Represent SCS in client-facing portfolio and market update meetings, calls, and presentations. Contribute investment and macroeconomic perspectives in PCG and client strategy discussions. Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams. Governance & Cross-Team Collaboration Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group. Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration. Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios. Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities. Qualifications Bachelor's degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles. Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes. Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions. Exceptional communication skills - able to present complex investment concepts clearly and persuasively to diverse audiences. Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines. Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes. High degree of professionalism, integrity, and attention to detail. About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. The annualized base pay range for this role is expected to be between $225,000-$325,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Job Description Join Our Team as a Commercial Portfolio Manager Location: Bridgewater, MA | Full-Time Are you passionate about turning financial data into strategic decisions? Want to turn your passion for helping people into a rewarding career at BrightBridge? As a Commercial Portfolio Manager, you will oversee the asset quality and risk management of an assigned portfolio of commercial and business loans and relationships. In this role, you will conduct comprehensive annual reviews for every client, assess borrower and project performance, and recommend appropriate risk ratings. By proactively identifying early warning signs and implementing mitigation strategies, you will play a key role in preserving the credit quality of the portfolio. You'll collaborate closely with internal teams and clients to ensure adherence to internal policies and regulatory requirements, all while monitoring borrower performance to support sound, strategic lending decisions. Why You'll Love Working Here A collaborative team culture where your contributions matter Ongoing training and career development opportunities Competitive pay, benefits, and the chance to grow with a supportive organization The satisfaction of making a real difference in your community every day What You'll Be Doing (Your Responsibilities) Manages a portfolio of assigned loans including maintaining credit and legal files, quality control of loan closings, loan documents, system booking and credit file maintenance. Provides portfolio management, tracking reporting and file maintenance including tracking financial statements and completing annual reviews, covenant compliance, UCC and insurance expirations, and payment performance. Prepares/tracks/renews the following items as required; loan rate reset dates, loan funding requests, UCC expiration, hazard insurance, flood insurance, internal commercial servicing requirements, participation reconcilements and remittances, and financial covenants. Tracks and ensures Annual Reviews for all loans are completed in a timely manner either by a third party, Underwriting, or preparation of short form reviews in accordance with policy. Prepares documents for loan renewals, orders and tracks documents required to complete the loan file, including flood and general insurance, appraisals, loan disclosures and compliance. Supports the growth and development of the assigned commercial lending loan portfolio by effectively managing member loans and relationships. Establishes and maintains relationships with current members. Leverages customer knowledge to proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to members. Works with members to extend, modify and/or restructure existing loans as needed. Assists in resolving credit problems, delinquent payment issues and other related affairs. Administers the lending process to conclusion including assisting with loan applications and packages, submission to underwriting, tracking, regulatory disclosures, compliance, and loan document preparation. Reviews loan applications for completeness prior to submission to VP, Head of Commercial Lending and internal or external Underwriting for review. Conducts pre-closing document review, reviews documents for accuracy and compliance with Loan Approval Memorandum and Commitment Letter terms and conditions. Assists lenders in preparation for closings, including ordering and reviewing legal and lien information from the Secretary of State. Prepares loan documents for closings and coordinates R/E closings with attorneys as appropriate. Conducts site visits (as needed with Loan Officer) and prepares site visit reports for loans in assigned portfolio. Ensures adherence to Credit policies and procedures, and regulatory requirements. Participates in evaluating risk ratings and makes recommendations for revisions. Interfaces with third-party underwriters and commercial loan servicers. Manages the quality control and maintenance of Credit and Legal files in assigned portfolio. Performs additional duties as requested. What We're Looking For (Your Qualifications) Bachelor's degree or equivalent work experience required. Four to five years of experience in business/commercial lending required. Three years of management experience preferred. Formal credit training is highly preferred. Knowledge of commercial credit and lending policies and standards required. Proficient in MS Office, Outlook, Excel and PowerPoint. Excellent organizational skills and the ability to manage multiple tasks with speed and accuracy. Strong analytical skills, verbal and written business communication skills, member service skills, and robust interpersonal skills.

Through relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future. What Impact you'll make: As the Site Customer Portfolio Manager located at our Client's site in the greater area of Corpus Christi South Texas with a dynamic customer base you will need to demonstrate accountability for functional, business, and broad company objectives for Gas Power within GE VERNOVA. You will be responsible for the profitability and customer satisfaction for assigned contract/s and customer obligations, fulfill service agreement obligations, fixed price, material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams. Your high levels of operational judgment are required to achieve objectives under our SQDC principles. The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required. **Job Description** What you'll do + As the Customer Portfolio Manager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity for this Portfolio located in Corpus Christi. + Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer at the site. + Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GEV. + Be responsible for developing outage scope/communicating scope to the field services team. + Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable. + Provide leadership in owning and driving all emergent/forced outage matters to resolution. + Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GEV network. + Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure. What you'll bring: (Basic Qualifications) + Bachelor's Degree from an accredited University (OR an Associates degree from a college or 7 years of experience in a power generation industry) + Minimum of 7+ years of Outage Management with Technical Field knowledge of Heavy Duty Gas Turbine/and or Steam Power Equipment experience What will make you stand out: + You have a passion for leading by example with exceptional communication skills, time management and leadership in a proactive service environment. + Including excellent Presentation skills with advanced knowledge in Microsoft tools such as excel, and Power Point is strongly desired + You are someone who brings _vision_ for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives Other Eligibility Requirement: + National Relocation offered to TexasUS area only + Must be legally authorized to work in the United States + No Sponsorship nor is Immigration service offered + This position also requires inter-company travel up to 50% of the time. Benefits Available to You GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* + Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. + A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today. + GE invests to provide opportunities to grow your caree **r** by providing a path for continued on-the-job learning and development. Inclusion & Diversity At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an **inclusive** **culture** , where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. About GE Gas Power GE Gas Power engineer's cleaner, more accessible energy that people depend on, powering growth and prosperity for people everywhere. Our leading technologies produce a third of the world's electricity thanks to our talented people, who make gas work for our customers, stakeholders, and the world. Through relentless innovation and continuous partnership with our customers, we are building the energy technologies of the future and providing the cleaner, more efficient power people depend on today. For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600 - $199,400 USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set. This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least 11/8/2025. The Company pays a geographic differential of 110%,120% or 130% of salary in certain areas of the USA. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** Yes \#LI-Remote - This is a remote position Application Deadline: December 06, 2025 For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. Bonus eligibility: discretionary annual bonus. This posting is expected to remain open for at least seven days after it was posted on December 01, 2025. Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off. GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: • Lead the design, construction, and ongoing management of customized multi-asset portfolios. • Oversee asset allocation, risk management, and rebalancing strategies. • Conduct manager selection and due diligence across traditional and alternative asset classes. • Contribute to the firm's overall investment philosophy, research agenda, and capital market views. • Serve as the lead investment advisor for a set of institutional clients. • Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. • Present investment strategy, performance, and market insights to investment committees and boards. • Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. • Partner with client service and operations teams to ensure seamless delivery of investment solutions. • Mentor and develop junior investment professionals. • Collaborate with business development to support new client growth and retention. • Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: • Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred • CFA and/or MBA required • Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines • Is self-motivated, a team player and has experience mentoring junior team members • Must be dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity • Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

Brockton Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients Analyzing financials on existing relationships and preparing update memos Report regularly on status Team Leader New Loan Requests and Loan Renewals Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc) R Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals) Other Tasks : Manage and update the interim report for the RMs portfolio Coordinating construction loan advances on certain credits Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc. Provide Backup to other Relationship Managers/Relationship Administrators as needed Assist the team during vacations/absences as necessary Provide sales & service support as necessary Qualifications: Formally Credit Trained Demonstrates experience and judgment with credit decisions and analysis Coach credit analysts on credit and customer interaction skills 5-7 years experience Work with limited supervision

As a Digital Games Portfolio Manager, iLottery, you will play a pivotal role in our dynamic marketing team. Aristocrat is committed to delivering world-class gaming experiences, and this role offers an outstanding opportunity to be at the forefront of our mission. You'll be an integral part of a collaborative and inclusive culture that thrives on innovation and excellence! What You'll Do * Support day-to-day aspects of eInstant game operations, ensuring strict contract compliance, delivery timelines, and adherence to Lottery specifications and game standards. * Lead quarterly games roadmap strategy and planning sessions, providing the Massachusetts Lottery with ongoing roadmap recommendations. * Collaborate with the lottery team and game content partners to ensure the flawless delivery of game deliverables and the successful completion of the games roadmap. * Test all eInstant games in QA and UAT environments from all content providers, ensuring outstanding quality. * Act as the main point of contact between game content providers and the Contractor on technical matters, resolving system bugs or restrictions related to eInstant games. * Coordinate timelines and supply accurate progress reports on Contractor JIRA tickets concerning eInstant games. * Communicate game-specific requests, manage implementation deadlines for eInstant games from the NeoGames studio. * Participate in discussions concerning game build, delivery timelines, messaging, gameplay, themes, and prize structures. * Analyze new game launches and overall game portfolio performance, making data-driven recommendations for games lobby sort order and promotion candidates. * Guide a Digital Games Coordinator to assist in carrying out the roadmap. What We're Looking For * Bachelor's degree in business, marketing, or related field, or equivalent experience. * 3+ years of iLottery experience, or experience in relevant industries. * Proven organization and time management skills to lead multiple tasks and projects concurrently. * Outstanding attention to detail to ensure all specifications are met. * Solid understanding of MS Office, Power BI, and project management tools such as Trello and Monday.com. Company Summary Aristocrat Interactive Aristocrat Interactive is Aristocrat Leisure Limited's (ASX:ALL) regulated online Real Money Gaming (RMG) business and was formed in 2024 when the Anaxi and NeoGames businesses (Anaxi, NeoGames, Aspire Global, BtoBet, and Pariplay) came together. The business is an industry leader in content and technology solutions for online RMG, with a full-service offering that includes content, proprietary technology platforms and a range of value added services across iLottery, iGaming and Online Sports Betting (OSB). About Aristocrat Aristocrat Leisure Limited (ASX: ALL) is a leading gaming content creation company powered by technology to deliver industry-leading casino games together with mobile games and online real money games, collectively entertaining millions of players worldwide, every day. Headquartered in Sydney, Australia, Aristocrat has three operating business units, spanning regulated land-based gaming (Aristocrat Gaming), social casino (Product Madness) and regulated online real money (Aristocrat Interactive). Our team of over 8,500 people across the globe are united by our company mission to bring joy to life through the power of play. Our Values * All about the Player * Talent Unleashed * Collective Brilliance * Good Business Good Citizen Travel Expectations Up to 25% Pay Range $87,500 - $162,500 per year Our goal is to pay a market competitive salary focusing near the median of our pay ranges. However, final offers for all positions will be based on several factors such as experience level, education, skills, work location, and internal pay equity. This position offers a comprehensive benefits package, including health, dental, and vision insurance, paid time off, and a 401(k) plan with employer matching, more details available at ************************* Additional Information This role is subject to mandatory background screening and regulatory approvals. As part of your employment with Aristocrat, you may be required to complete a criminal background check, submit fingerprints, and obtain licenses or registrations with applicable gaming regulatory authorities. Aristocrat operates in a highly regulated environment and holds licenses in over 340 gaming jurisdictions worldwide. To meet our global compliance obligations, you will be required to provide the disclosure of relevant personal and background information to government agencies, sovereign nations/tribal regulators, and other applicable gaming regulatory bodies. This is a condition of Aristocrat's gaming licenses. The specific information required may vary depending on the jurisdiction and project assignment. At this time, we are unable to sponsor work visas for this position. Candidates must be authorized to work in the job posting location for this position on a full-time basis without the need for current or future visa sponsorship.

Ready to help us transform healthcare? Bring your true colors to blue. What We Need This Portfolio Manager will be within the Enterprise Technology (ET) team of BlueCross BlueShield of Massachusetts and will report into our Office of the CIO. The Technology Portfolio Manager will manage the performance of an assigned portfolio within our Corporate Technology Portfolio, with a focus on portfolio governance, strategic planning/alignment, and multi-year portfolio implementation planning. Day-to-Day Responsibilities Intake /Execution Management: * Monitor the project intake process for assigned portfolio by evaluating project proposals and validating alignment with Focus Area priorities and target architecture, value proposition, resource availability, and risk/issue assessment and mitigation. * Monitor the execution of assigned portfolio and identify risk/issue management opportunities , ensuring alignment with the organization's business strategy and objectives and target architecture. * Communicate the value delivered on the technology portfolio within the assigned portfolio. * Define and communicate the vision, objectives, and status of the IT portfolio to key stakeholders, ensuring transparency and accountability. * Establish portfolio governance structures and processes to monitor the health of projects and drive continuous improvement for assigned portfolio. * Implement portfolio management methodologies, best practices, and standards across the organization. * Foster strong partnerships between IT, leadership, and business stakeholders. * Facilitate quarterly business reviews and revalidate priorities for assigned portfolio. Financial Management: * Monitor the budget for the IT portfolio projects to ensure that resources are allocated appropriately and in line with organizational priorities. * Identify opportunities for cost optimization * Conduct financial risk analysis for assigned portfolio and provide recommendations to mitigate potential financial risks. Resource Management * Track resource utilization and address any resource gaps or conflicts prior to approval and facilitate resolution for your assigned portfolio. * Maintain a strong understanding of resource capacity and assignments to ensure project schedules are realistic and achievable. Risk and Issue Management: * Identify and manage issues/risks related to assigned portfolio, including financial, scheduling, and resource constraints. * Ensure all reported issues/risks are concise and have defined mitigation plans and strategies. Reporting: * Provide regular updates and reports on assigned portfolio performance to senior leadership, highlighting execution progress, value outcomes delivered, financial status, and resource allocation. This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties. What We're Looking For * Must have at least 3-5 years previous experience working in technology strategy or delivering IT Projects. * Professional consultant or project/portfolio management experience, and proven record in delivering business results, overcoming obstacles, and achieving critical milestones. * Understanding of Healthcare Payer systems and business processes, and external environment * Aptitude for relationship management across all levels of the organization, and demonstrated experience in maintaining, developing and transforming internal and external relationships at an executive level. * Effective consensus building and negotiation skills. * Strong communication and interpersonal skills; A keen sense of collaboration, facilitation, and teamwork * Experience managing solution architects, engineers, and other technical roles * Exhibits strategic thinking, analytical and research skills and experience making decisions on deliverable timelines. * Strong planning, organizational skills, and action-oriented leader, able to effectively solve problems and achieve goals. * Ability to balance tactical perspective and manage strategic direction. * Strong presentation and story telling capabilities. * Flexibility to work within a changing environment. * High degree of initiative; Ability to work both independently and within a team. #LI-Hybrid Minimum Education Requirements: High school degree or equivalent required unless otherwise noted above Location Boston, Hingham Time Type Full time Salary Range: $133,560.00 - $163,240.00 The job posting range is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and affordability. This job is also eligible for variable pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and a suite of well-being benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. WHY Blue Cross Blue Shield of MA? We understand that the confidence gap and imposter syndrome can prevent amazing candidates coming our way, so please don't hesitate to apply. We'd love to hear from you. You might be just what we need for this role or possibly another one at Blue Cross Blue Shield of MA. The more voices we have represented and amplified in our business, the more we will all thrive, contribute, and be brilliant. We encourage you to bring us your true colors, , your perspectives, and your experiences. It's in our differences that we will remain relentless in our pursuit to transform healthcare for ALL. As an employer, we are committed to investing in your development and providing the necessary resources to enable your success. Learn how we are dedicated to creating an inclusive and rewarding workplace that promotes excellence and provides opportunities for employees to forge their unique career path by visiting our Company Culture page. If this sounds like something you'd like to be a part of, we'd love to hear from you. You can also join our Talent Community to stay "in the know" on all things Blue. At Blue Cross Blue Shield of Massachusetts, we believe in wellness and that work/life balance is a key part of associate wellbeing. For more information on how we work and support that work/life balance visit our "How We Work" Page.

Principal Objective To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities C redit Underwriting Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. Experience underwriting Commercial and Investment real estate deals. Determine if request is in compliance with Bank policy and note exceptions. Discuss deal structure, cash flow, collateral, and customer character with Relationship Managers (RM). Recommend alternative credit structures or products where appropriate. Accompany RM on customer calls and interact extensively with customers in person and over the phone. Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process. Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority. Conducts market surveys through contact with brokers, online research, etc. Portfolio Management Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit. Maintain tracking database with updated information as needed. Compliance monitoring Identify potential problem loans and deficiencies. Assist customers when needed with questions regarding loans and retail products. Job Specifications (Skills, Knowledge and Abilities Required) Bachelor's degree in relevant field 2+ years experience in credit Formal credit training is preferred Excellent written and oral communication skills Extensive knowledge of PC applications, including Excel, Word and Access Performs other related duties as required or directed Be familiar with and fulfill compliance requirements Prepare loan memorandums consistently with minimal supervision Behavioral Skills Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. requires the ability to work in the Stoneham, MA offices. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Maintain and service a commercial loan portfolio assigned by the Team Leader. Portfolios consist of traditional C&I loans made up of not-for-profit entities and lower Middle Market privately held companies. Manage timely collection and review of borrower reporting requirements and ensure covenant compliance across an assigned portfolio. Monitor revolving lines of credit tied to borrowing base reporting across an assigned portfolio. In concert with Lender, assist with loan renewals, extensions, modifications, and file comments on a timely basis and in compliance with loan policy. Support underwriting staff by providing proper information when appropriate. Review legal documents and build understanding of loan documentation, with oversight and support. Build familiarity with loan structuring and incoming new money requests. Accompany Lenders on client or prospect calls to further develop bank relationships. Assist with regulatory examinations and compliance reviews to ensure satisfactory audit findings. Work collaboratively and effectively with other areas of the Bank. Demonstrate compliance with business banking laws and regulations as defined in company policies and procedures pertinent to the position. Communicate with external constituents; exhibit a sense of urgency toward meeting client requests. Promote the company's presence through active participation and attendance at various trade events. Project and maintain a professional image in the marketplace. Demonstrate regular attendance as is essential to this position. Assume additional responsibilities as requested. Support lender with evaluation of new loan requests, prepare deal screens and term sheets as needed. Serve as secondary point of contact within assigned portfolio with ability to handle routine customer service requests with minimal support. Serve as secondary point of contact with Bank counsel during closing process; review loan documents and provide feedback to lender/counsel. SKILLS Strong credit skills Ability to work independently and directly with lenders. Required to mult-task (lenders/clients) as it relates to collection of required financial information. Good with technology and systems; ability to develop a solid understanding of the Bank's NextGen system. EDUCATION and/or EXPERIENCE Successful candidate should possess a minimum of 4 years related commercial/credit analysis experience in addition to a bachelor's degree with a business concentration or combination of the above. Formal credit training strongly desired. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Employee is required to travel to store, client and other locations and participate in business and community events. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $90,000 - $140,000 The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication. This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment. **Schedule & Location** This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. **External Manager Onboarding & Lifecycle Support** - Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.) - Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution. - Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams. - Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc. - Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members. **Cash Forecasting & Reconciliation** - Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management. - Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls. **Capital Activity Oversight** - Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity. - Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers. **Reporting & Controls** - Contribute to monthly and quarterly management reporting deliverables. - Maintain and enhance documentation of procedures and internal controls. - Participate in team projects and strategic initiatives. **Required Work Experience** - 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments. - Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes. - Hands-on experience supporting private asset portfolios including capital call and distribution processing. **Required Education** - Bachelor's degree in Finance, Accounting, Economics, or a related field. **Required Skills** - Exceptional attention to detail and organizational skills. - Strong communication and problem-solving abilities. - Ability to manage multiple priorities and collaborate effectively across teams. - Proven team player comfortable working in a small, dynamic team environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: * Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: * Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: * Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: * Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: * Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: * Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: * Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications * 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. * Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. * Practical knowledge of modern AI platforms, large language models, and MLOps concepts. * Proven ability to manage complex, multi stakeholder projects from ideation through rollout. * Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. * Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is$59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans. Responsibilities: * Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans * Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment * Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees * Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation * Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis * Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio * Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process * Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets Qualifications * 3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space * Previous experience in underwriting and monitoring credit investments * Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants * Previous experience with credit agreement documentation and/or other relevant legal documentation * Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies * Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process * Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business * Strong academic credentials and a demonstrated track record of successful work experience * Proven ability to work collaboratively in team environments About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco